Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
1.07%
6 Months
20.36%
0.22%
1 Year
18.14%
−0.22%
3 Years
21.64%
10.30%
5 Years
16.27%
7.32%
Since Inception
19.97%
13.09%
Fund Age
17 yrs 8 mo
9 yrs 5 mo
AUM
₹5,014.26 Cr
₹1,137.66 Cr
Alpha – 1 Year
13.42%
0.13%
Alpha – 3 Years
9.55%
1.30%
Information Ratio – 3 Years
0.97
0.24
Volatility – 1 Year
21.97%
15.66%
Volatility – 3 Years
19.06%
13.99%
Beta – 1 Year
1.13
0.91
Beta – 3 Years
1.07
0.93
Sharpe Ratio – 1 Year
0.62
-0.28
Sharpe Ratio – 3 Years
0.85
0.40
Worst Rolling Year
-6.02%
-24.48%
Value at Worst Rolling Year
₹0.94 Cr
₹0.76 Cr
Deepest Drawdown
−24.55%
−68.16%
Recovery Period
436 days
122 days
1-Year Rolling Windows Positive
95.34%
99.28%
Median Rolling Year
19.24%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 67% · M 13% · S 12%
Number of Stocks
97
25
Portfolio P/E
63.07
36.65
Top 5 Holdings
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
Cash & Cash Equivalent · 10.00%
HDFC Bank Ltd · 9.00%
Eicher Motors Ltd · 7.00%
Eternal Ltd · 7.00%
Bharti Airtel Ltd · 6.00%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%